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According to reports, Nvidia has a market share of 90%, but it has been misled by its own family
Introduction: NVIDIA has unparalleled strength in AI, and its advanced AI chips are second to none in the world, accounting for 90% of the market share. Unexpectedly, Nvidia was "misled" by his own family. This article will provide a detailed discussion of NVIDIA's performance in the AI market, the growth of its competitors, and the difficulties Nvidia is facing.
Nvidia seizes the AI market opportunity.
Nvidia, represented by its advanced AI chips such as A100 and H100, has become the overlord of the AI industry. This series of products has excellent performance and computing functions, enabling users to perform AI operations more efficiently. Chinese consumers, in particular, have benefited greatly from NVIDIA's advanced AI chips. Due to the computing performance of the algorithm, Chinese enterprises can train and optimize large-scale AI modeling faster, especially in industrial fields with high requirements for big data volume and complexity, such as finance, medical care, and intelligent manufacturing, which has great application value.
However, Nvidia occupies 90% of the market share, not only because of its excellent product performance, but also because of the huge demand in China. The booming Chinese market has already given Nvidia a flood of orders, with record revenues. In the third-quarter results released by Nvidia, its revenue was 1812 billion, with a profit of 104200 million, higher than TSMC's 7.2 billion. Nvidia's total assets reached 1$5.4 billion, more than double TSMC. It can be said that this time the AI chip, Nvidia can be said to have gained a lot.
Nvidia's troubles: "misled" by family members
However, at the same time as Nvidia's success, it was also "misled" by insiders. U.S. Secretary of Commerce Raimondo banned Nvidia from giving advanced AI chips** to China, which led to Nvidia only giving low-end and low-end devices** to China. This move is definitely a dilemma for Nvidia, especially in China, a huge market. In addition, Intel (Intel) and AMD (AMD) are also working on developing artificial intelligence chips, hoping to compete with Nvidia. At the same time, China's domestic manufacturers are stepping up research and development of artificial intelligence chips in an effort to achieve their own production.
In other words, what Nvidia does not have the capacity to produce now will be produced by China's local industry. This made Nvidia feel a lot of pressure. So Nvidia tried to persuade the U.S. senior ** to stop suppressing its sales, insisting that China is irreplaceable, and if it is lost, it will bring huge losses. However, Nvidia's appeal has not attracted enough attention, because the senior ** in the United States only cares about their own personal interests, and under the banner of "**" to curb the development of other companies. However, with the development of Chinese artificial intelligence technology, it is debatable whether the United States** will once again loosen the regulation of the industry.
Fierce market competition and self-improvement.
With the rapid development of artificial intelligence, various competitors are constantly emerging. Intel, AMD and local Chinese manufacturers are all stepping up to develop AI chips in an attempt to attack Nvidia. In addition, Nvidia has also been challenged in other industries such as cloud computing and blockchain. Therefore, Nvidia must continue to improve its technology and products in the face of challenges from other companies. Only in continuous innovation and development can we occupy a place in the market.
The conclusion was reached:
In the field of AI, Nvidia is a dominant company with a market share of more than 90%, and it is facing the dilemma of being "misled" by its own family. The change of situation is both an opportunity and a challenge for NVIDIA. In the face of increasing competition, NVIDIA must continue to improve its technological capabilities and innovate its products to meet the challenges of other companies. In addition, Nvidia can leverage its close relationship with China to maintain its leading edge in AI. If NVIDIA wants to survive in this industry, it must be more diligent, constantly improve its technical level, and constantly improve its technical level.